Retirement can be an endless summer. If Saturday beach trips and golf games have you dreaming about walking away from your 9-to-5 for good, there's a simple way to calculate how much you need to save make
One of things you learn quickly when managing your wealth is how difficult it is to get a decent return on your money without a lot of risk. Getting a 5% or 10% return year-over-year is considered doing
It's common for taxpayers to wonder how likely it is that their tax return will be audited, as the prospect of an IRS tax audit is rather worrisome. Here are three bits of good news, though: It's very
Q: I turned 64 in November and I am thinking of calling it quits in one more year, when I turn 65. I will probably still work part time but not earn enough money to affect my Social Security benefit. understanding
Image source: Getty Images. Nearly all Americans share one goal: they want to be able to hang up their work coat after many years in the labor force and know that they're financially set for retirement.
Today I’m going to show you an easy way to use the S&P 500 Dividend Aristocrats—companies that have hiked their dividends for 25 straight years or more—to build a durable income stream you can retire But
In a 2013 article, a Vanguard research team headed by Colleen Jaconetti developed an alternative form of the floor-and-ceiling spending rule that relies on percentages rather than hard dollar amounts.
Building an emergency fund according to the 3-6-9 rule, contributing to your 401(k) at work, paying down college debt… getting your head around all of the money stuff you NEED to know (and actually understand)
Image source: Getty Images. Saving for retirement is one of the biggest challenges we face in life. According to the St. Louis Federal Reserve, the current personal household savings rate of 5.7% is half
Photographer: Jin Lee/Bloomberg Is alpha, the Wall Street term for market-beating returns, sustainable? Or is it a unique, statistical outlier, indistinguishable from random chance? I have been thinking
Just think about it, the more you save, the more you have to spend! Kinda. So you're naturally thrifty? Congrats, go hang over there with the morning people and the chocolate haters. The rest of you, these
Today, the discussion of retirement plan advisors is continued by my colleague Paula Friedman—Managing Director of Employer Retirement Plans at McLean Asset Management. –Wade My previous post discussed
The Roth IRA hasn't been around as long as its traditional IRA counterpart, but the tax-free nature of the Roth in retirement opens up some unique opportunities for those willing to add them to their retirement